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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Michael Bakunin who wrote (92654)	11/17/1999 1:47:00 AM
From: Process Boy	Respond to of 186894

Micheal - <You're no help. <g> > Sorry. :-) PB

To: Michael Bakunin who wrote (92654)	11/17/1999 1:56:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 186894

Micheal - <Moreover, the real shortfall appears at the highest MHz grades -- remember all my questions about the 733 part?> zdnet.com Gelsinger said Intel was not having trouble producing the fastest performing chips, despite OEMs reporting trouble getting their hands on the top end of the line specifically. In fact, Gelsinger said, Intel is expediting delivery of the 800MHz Pentium III from the second quarter of 2000, when it was originally scheduled to ship, to the first quarter.

To: Michael Bakunin who wrote (92654)	11/17/1999 9:53:00 AM
From: xstuckey	Read Replies (2) \| Respond to of 186894

I'm still not convinced of the semi 'recovery' Michael, Whenever there is a question of how to interpret information, one solution is to watch the stock price. Good news or bad news ultimately is reflected in the price. If the news is good, this means you will have to pay up to get the stock. As a perma-bear, I doubt you will do this. My theory is perma-bears lack the courage to make money. Best Trading, X

To: Michael Bakunin who wrote (92654)	11/17/1999 10:01:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Michael, need some clarification about: I'm still not convinced of the semi 'recovery', not in the context of current stock prices. Are you saying you're not convinced about recovery of the overall semiconductor industry, or about Intel by itself, or what? Re overall, we are in probably just the first year of the biggest semiconductor boom in a long time, if not ever. Forecasts from everyone I've heard from Intel to LSI to AMAT CEOs to analyst groups like SEMI are now extending 20ish % growth predictions into 2002. That would be a good long up cycle for this manic-depressive industry. Wish I'd bought more semis but can't complain about the three I mentioned, either. quote.yahoo.com^SOXX&d=1y Tony

To: Michael Bakunin who wrote (92654)	11/17/1999 1:24:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

MB, re: "I'm still not convinced of the semi 'recovery', not in the context of current stock prices." The SOX is currently at 640. Maybe you should have been convinced in mid-October, when the SOX was at 480, before it's 33% move. Or maybe you should have been convinced last May when the SOX was at 360, before it's 77% move. If you keep on not being convinced, I'm sure you will eventually be right. I bet your looking forward to that. John